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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $584,012 | $169,336+244.9% | $129,384+351.4% | $145,884+300.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 21.61% | 14408.70%-14387.1pp | 9461.77%-9440.2pp | 551.85%-530.2pp |
| Employer contribution / active EE | $3,579 | $5,540-35.4% | $4,153-13.8% | $4,662-23.2% |
| Participant deferral / active EE | $7,159 | $4,985+43.6% | $4,166+71.8% | $6,690+7.0% |
| Admin fee / account holder | $75 | $9,912-99.2% | $7,686-99.0% | $13,392-99.4% |